Global Retirement Partners’s Williams Partners L.P. WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-612
| Closed | -$25K | – | 1607 |
|
|
2018
Q2 | $25K | Hold |
612
| – | – | 0.01% | 732 |
|
|
2018
Q1 | $21K | Buy |
612
+100
| +20% | +$3.43K | 0.01% | 753 |
|
|
2017
Q4 | $20K | Buy |
512
+2
| +0.4% | +$78 | 0.01% | 732 |
|
|
2017
Q3 | $20K | Sell |
510
-299
| -37% | -$11.7K | 0.01% | 659 |
|
|
2017
Q2 | $32K | Buy |
809
+302
| +60% | +$11.9K | 0.02% | 496 |
|
|
2017
Q1 | $21K | Buy |
507
+2
| +0.4% | +$83 | 0.01% | 549 |
|
|
2016
Q4 | $19K | Buy |
+505
| New | +$19K | 0.01% | 533 |
|